CUSD vs VTI

CUSD vs VTI

Which is better, CUSD or VTI?

Small Cap Growth against Large Cap Blend.

VTI has a lower expense ratio. VTI led over 1Y and the full window.

Lower Fees: VTIHigher Returns: VTI

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricCUSDVTI
Expense Ratio0.81%0.03%Best
AUM$11M$666.9B
Dividend Yield13.50%1.07%
Holdings393,543
Volatility (annualized)3.0%Best16.2%
Max Drawdown-5.4%Best-25.4%
$10,000 over 4.8 years$13,185$17,608Best
Fund FamilyCrossingBridgeVanguard (US)
CategoryEquityEquity
StyleSmall Cap GrowthLarge Cap Blend
InceptionSep 20, 2021May 24, 2001

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 53 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. CUSD has data through Jul 13, 2026 and VTI through Sep 4, 2026.

Volatility and max drawdown, and the $10,000 over 4.8 years row, are measured over the window both funds cover: Sep 21, 2021 to Jul 13, 2026 (4.8 years).

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 16.2% compared with 3.0% for CUSD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -5.4% for CUSD and -25.4% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at -0.03. They move largely independently of each other.

Fees and Cost Over Time

CUSD charges 0.81% per year while VTI charges 0.03%. On a $10,000 position that is $81 vs $3 annually, a gap of $78 per year that compounds over a long holding period. On income, CUSD currently yields 13.50% against 1.07% for VTI.

Holdings Overlap

CUSD already in VTI4.1%

At least 4.1% of CUSD's money is in holdings VTI also owns.

Stated as a floor: for VTI, our book for it covers 92.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

CUSD and VTI share little of their money.

The two holdings books were reported 123 days apart, CUSD as of Feb 27, 2026 and VTI as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

1 positions in common, counted across the 35 positions we hold weights for in CUSD and 2,788 in VTI, against full books of 39 and 3,543.

Top Shared Holdings

StockWeight in CUSDWeight in VTIDifference
AVPTAvepoint Inc4.12%0.00%4.12%

You are not choosing between two funds in isolation.

Whichever of CUSD and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

CUSDVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CUSD or VTI?

CUSD has an expense ratio of 0.81% while VTI charges 0.03%. VTI is the cheaper option, by $78 a year on a $10,000 investment.

Which is riskier, CUSD or VTI?

VTI has been the more volatile fund at 16.2% annualized versus 3.0% for CUSD. Worst drawdown: CUSD -5.4% vs VTI -25.4%.

Should I hold both CUSD and VTI?

CUSD and VTI have a monthly-return correlation of -0.03, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between CUSD and VTI?

At least 4.1% of CUSD's money is in holdings VTI also owns. Our book for VTI is partial, so the real figure is this or higher. They hold 1 positions in common, counted across the 35 positions we hold weights for in CUSD and 2,788 in VTI.

Which pays a higher dividend, CUSD or VTI?

CUSD yields 13.50% while VTI yields 1.07%, so CUSD currently pays the higher dividend yield.

Is VTI better than CUSD?

VTI has a lower expense ratio. VTI led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.